Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal Funds Inc Registered Investment Company PRIN LIFETIME 2020 R5 FUND in their Schedule of Assets, totaling $265K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | WESTCHESTER COMMUNITY OPP PROGRAM INC WESTCHESTER COMMUNITY OPPORTUNITY PROGRAM, INC. TAX SHELTERED ANNUITY | ELMSFORD NY | 226 | $4.6M | $133K |
| 2 | WESTCHESTER COMMUNITY OPPORTUNITY PROGRAM INC WESTCHESTER COMMUNITY OPPORTUNITY PROGRAM, INC. PENSION PLAN | ELMSFORD NY | 232 | $4.1M | $133K |
